Maxwell Wealth Strategies Inc.
Q1 2024 13F Holdings
Location
Pleasanton, CA
Holdings as of
3/31/2024
Value ($000)
$197,335
Num holdings
102
Date filed
5/31/2024
Form type
13F-HR
Prev filing
2/12/2024
Next filing
8/12/2024
SEC
View on sec.gov
Compare Q1 2024 to
2024 Q3
2024 Q2
2023 Q4
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Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type